Money Lancer
Equity: Small Cap
Motilal Oswal Mutual Fund
Motilal Oswal Mutual Fund · Equity: Small Cap

Motilal Oswal Small Cap Fund - Regular - Growth

To generate capital appreciation by investing predominantly in Small Cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized.

EquityBenchmark · Nifty Smallcap 250 TRITER · 1.98%Inception · 01-12-2023
NAV
17.19
+0.23% · as of 11-09-2026
Since inception
21.81%
CAGR
Benchmark (inception)
15.83%
CAGR
Fund size
₹8,150 Cr
AUM
Expense ratio
1.98%
30-08-2026
Performance

Returns vs benchmark & category

Since inception: +21.81% CAGR vs benchmark +15.83%.

Portfolio

Where the money is invested

Top holdings

TRP_0107264.68%
Rubicon Research Ltd.4.41%
VA TECH WABAG LIMITED EQ NEW RS. 2/-4.29%
Aditya Infotech Limited3.88%
CCL PRODUCTS (INDIA) LIMITED EQ NEW FV RS. 2/-3.64%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-3.45%
VIJAYA DIAGNOSTIC CENTRE LIMITED EQ NEW FV Re.1/-3.04%
Dr Agarwals Health Care Ltd. 2.96%
Shaily Engineering Plastics Limited2.62%
SYRMA SGS TECHNOLOGY LIMITED EQ2.48%

Sector allocation

Capital Goods18.09%
Healthcare14.00%
Financial Services12.66%
Consumer Services10.73%
Automobile and Auto Components8.04%
Consumer Durables6.41%
Fast Moving Consumer Goods4.56%
Utilities4.29%
Information Technology3.74%
Chemicals3.53%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 21.8% p.a.
₹10,000
10 years
Projected value
₹43,04,308
Invested: ₹12,00,000
Gained: ₹31,04,308
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Ajay Khandelwal, Mr. Bhalchandra Shinde, Mr. Varun Sharma, Mr. Rakesh Shetty and Mr. Swapnil Mayekar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152232
ISIN (Growth)
INF247L01BV9
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Small Cap funds

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